Credit Card Voids & Credits

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When you delete or adjust a credit card transaction in Tabs3 Billing, the software will attempt to void or credit the associated transactions in the Tabs3 Pay^®, LawPay^®, or LexCharge^® systems.

• A Void is a credit card transaction that is removed from the processor’s system before it can be processed. Normally, a void can only be processed the same business day. Tabs3 Billing attempts to void a credit card transaction first when deleting a payment or client funds deposit, or making a payment adjustment.
• A Credit is a credit card transaction that offsets a prior credit card transaction that has already been processed on the processor’s system. Credit card transactions can normally be credited for up to 180 days (Tabs3 Pay or LawPay) or 90 days (LexCharge). After that time, Tabs3 Billing may not be able to process the transaction. Tabs3 Billing attempts to credit a credit card transaction if a void cannot be processed when deleting a payment or client funds deposit, or making a payment adjustment.

If neither a void nor a credit can be processed, a message will be displayed. In this case, the transaction will not be adjusted, and manual adjustments may be required. It is recommended that a check be processed for the credit, either manually, or using Tabs3 Accounts Payable.

There are two methods for voiding or crediting a credit card transaction in Tabs3 Billing:

   To void or credit a transaction by deleting a payment or client funds entry

1. In the Quick Launch, search for and select “Payment Entry.”
2. Select the payment transaction associated with the credit card payment. (Note that only work-in-process payments are available to be credited/voided in this manner.)
3. Click the button to delete the payment transaction.
4. After the payment is deleted, a window will be displayed asking if you want to reverse the associated credit card transaction. Click Yes if you want to reverse the associated credit card payment. Click No if you want to retain the associated credit card payment in the processor’s system.

Note: If you delete a Tabs3 Pay or LawPay payment that was part of a payment to multiple matters, only the portion being deleted will be refunded from the Tabs3 Pay or LawPay transaction.

     ...or...

1. In the Quick Launch, search for and select “Client Funds Entry.”
2. Select the deposit transaction associated with the credit card transaction. (Note that a client funds balance cannot be less than 0.00. You will not be allowed to delete any client funds transaction that causes the client funds balance to go below 0.00.)
3. Click the button to delete the deposit transaction.
4. After the deposit transaction is deleted, a window will be displayed asking if you want to reverse the associated credit card transaction. Click Yes if you want to reverse the associated credit card payment. Click No to retain the associated credit card payment in the processor’s system.

 

   To void or credit a transaction by adjusting a payment

1. In the Quick Launch, search for and select ”Payment Adjustment.”
2. Select the payment transaction associated with the credit card payment.
3. Select to perform a Reversal (crediting/voiding the entire amount of the payment) or Refund (crediting/voiding an unallocated portion of the payment).
4. Select a Date of Adjustment for the Tabs3 payment. (Note that this date is not used for the date of the credit/void in the LexCharge system. The current system date is used.)
5. Click OK to perform the adjustment/credit.
6. A window will be displayed asking if you want to process an adjustment for the associated credit card transaction. Click Yes if you want to process the credit card adjustment. Click No if you want to retain the associated credit card payment in the processor’s system.

Note: If you adjust a LawPay payment that was part of a payment to multiple matters, only the portion being adjusted will be refunded from the LawPay transaction.

See also:	Deleting a Payment
	Deleting a Client Funds Entry
	Payment Adjustment